David Mannion Email & Phone Number

United States

United States

HAVEN Advisors provides financial, operational and strategic advisory services to business owners of private companies addressing two major pain points: 1.) revenue growth - organic and strategic; and 2.) preparing business owners with their succession plans while maximizing enterprise value. FUNCTIONAL AREAS OF FOCUS: - Marketing (Digital/AI)- Sales (Sales Force Automation, Lead Generation and Sales Team Training)- Finance (Capital Raising, Deal Structuring & Debt Management)- Accounting (Budgeting, Bookkeeping & Tax Planning)- Payroll, HR Compliance & Risk Management- Leadership Development & Executive Coaching- M&A, Due Diligence & Private Equity (Strategic Growth or Exiting Business)- Succession Planning

Scottsdale, Az, Us

National real estate investment, development and management company specializing in Class A & B multi-family properties with $1.3B in AUM; headquartered in Scottsdale, AZ with approximately 250 employees across the Southwest. Led operations and growth initiatives. Several departments reported to me including Acquisitions, Underwriting, Finance, Investor Relations, Risk Management, Marketing, Asset Management, Legal, Capital Markets and chaired Investment and Asset Management Committees. Driving operational performance with financial controls, measured KPIs, budgeting, P&L management, talent acquisition, joint venture partnering, capital markets, and deal flow.Selected accomplishments include:• Raised $110M (equity) & $257M (debt), driving portfolio growth from $930M to $1.3B AUM (39.7% increase)• Acquired >1,500 units 5/2021-6/2022 bringing total units from 5,700 to ~7,500 (31.5% increase of units)• Managed $300B JV partner relationship for development projects• Developed process for investors ensuring FINRA compliance • Implemented Entrepreneur Operating System management solution driving operational efficiencies, increased transparency & measured performance• Oversaw Asset Management of portfolio & capital investment activities for all properties • Developed several work products such as property scorecards measuring property financial & operational performance• Implemented operational/financial controls to ensure accurate investor reporting, timely distributions & eliminate human error in existing process – increased accuracy across all departments and standardized reporting• Worked with CFO & President to develop property-level budgets• Launched MC Growth & Income Fund I to raise $100M for acquisition of value-add multifamily assets; sourced Fund Administrator and developed reporting requirements• Worked closely with external audit team and securities law firm• Supported CFO & Tech department to mitigate risk of investor data management breach

Phoenix, Az, Us

Full-service real estate operating company which owns/manages commercial properties in the U.S. - estimated portfolio value of $15B; and Sponsor to Cole Capital, five non-traded, publicly reporting REIT portfolios of $7.7B. Total AUM: $24B - approximately 3,900 properties & 90.7M square feet of single-tenant NNN retail, office, industrial and restaurants. • Managed ~$5B debt maturities, loan covenants, debt compliance, • Strategic business partner to FP&A, Acquisitions, Portfolio & Asset Management, Legal, Financial Reporting, Internal Audit (SOX) & Accounting• Developed/tested internal controls with Internal Audit for Sarbanes-Oxley (SOX)• Reviewed/signed off on all company 10Q and 10K reports• Co-managed M&A event of Cole Capital being acquired by CIM Group in 2018 – managed transition post-sale • Chaired Finance Committee, Member of Investment and Asset Allocation Committees• Sourced debt capital (~$500M in secured and $6B+ in unsecured), bank syndications- Led credit facility syndications to include: CCIT III ($100M), CCPT IV ($1.4B), CCPT V ($250M), INAV ($450M), VEREIT ($2.9B) and $500M public bond issuance• Paid off $520M legacy debt and sold ~$50M non-core assets- Worked closely with Internal Audit conducting Sarbanes-Oxley (SOX) testing to ensure controls strictly followed and reporting requirements met- Created control forecasting maturing debt and process for payoff - resulted in $4M in annual interest expense savings to the company- Developed controls on how we onboard new debt instruments by providing evidence through stress-test to mitigate risk of disruption from failing to meet covenant- Developed control validating Asset Managers assertion of value and qualify payoff of underlying debt • Reviewed/validated financing activities for board materials and public filings (10Q and 10K)• Validated financial reporting of mark-to-market valuations of company debt• Evaluated over $2B acquisition opportunities

San Diego, Ca, Us

National capital markets advisory and investment firm providing restructuring, recapitalization of commercial real estate debt and assets. Led private equity firm providing advisory and asset management services to restructure loans, acquire commercial real estate notes and assets through recapitalizations. Managed day-to-day operations of advisory team of ~14 staff, developed systems, policies, KPIs, reporting, talent acquisition, joint venture partnering, capital management, and target investment opportunities. • Review of all property-level and portfolio-level P&L statements• Financial underwriting of client balance sheets and Schedule of Real Estate Assets Owned• Led advisory service platform that resulted in restructuring $355M+ in CMBS underperforming loans creating $600K in fee income and creating an additional ~$5M of potential revenues in ongoing advisory services• Established joint venture with CMBS advisory firm representing over $13B in CMBS restructurings • Managed capital relationships representing $4B in balance sheet equity • Evaluated and underwrote $3B+ pipeline of CRE opportunities with institutional capital partners• Managed personnel, hiring and performance measurements

San Diego, California, Us

Axos Bank is a federally chartered, publicly traded financial bank providing a diverse range of innovative banking products and services for personal, business, and institutional clients nationwide. Led risk and portfolio management of $1.4B in bank portfolio, created systems, policies, and managed compliance for non-performing assets. Led financial and operational controls for collateral-based loans to meet federal regulator mandates across multiple states and mitigating risk of FDIC receivership imposing on bank operations. Managed approximately 30 range of direct and indirect reports. Selected accomplishments include:• Developed asset resolution department from scratch for work-out, foreclosure and disposition of challenged debt• Adequately staffed up function through lateral collaboration with other departments and “borrowing” appropriate talent to staff department• Resolved or worked out publicly traded bank’s non-performing asset base by disposing $30M+ book value assets and eliminating $200K in annual costs in managing these non-performing assets• Stabilized and managed P&L of more than $50M in commercial real estate assets across U.S.• Proposed risk management policies and procedures to Board of Directors and leadership teams

Privately held real estate brokerage firm advising clients seeking to acquire SFR and multi-family assets. Licensed Real Estate Broker under CA Department of Real Estate managing real estate transactions and brokerage team of licensed real estate sales team. Supported capital raising efforts on behalf of real estate investors and investment firms. • Led closing of $120M in multi-family acquisitions ranging from 50-200 units from Central Coast of CA all the way to San Diego, CA, Inland Empire, CA, Denver, CO, Phoenix, AZ and Tucson, AZ• Funded $235M of debt through commercial banks, life companies, HUD, Freddie Mac, FNMA, and CMBS • Supported Property and Asset Management in asset-level business plans for $250M multi-family and retail fund

Mba

Bs, Marketing